5min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Ted with Patrick O'Shaughnessy – Lessons from the World’s Elite Money Managers (Capital Allocators, EP.184)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Process, Purpose, and Governance in Institutional Investing

This chapter explores the role of process and governance in investing, highlighting how purpose drives investment decisions and the challenges of governance. It also emphasizes the importance of understanding client needs and effective communication and incentives.

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